Client Services & Financial Planning Associate

Ameriprise Financial Services, LLC; Vancouver (WA); Hybrid; USD 58.000 - 80.000; Vollzeit

Benefits dieser Stelle

Office environment

Zusammenfassung

Ameriprise Financial Services, LLC is seeking a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials for client meetings, building financial plans, and managing client interactions to deepen relationships.

The role requires 3–5 years in client service, a Bachelor's degree or equivalent, and securities licenses (or ability to obtain) with a collaborative, detail-oriented mindset.

Qualifikationen

• Bachelor's degree or equivalent.
• 3–5 years of relevant experience in client service.
• Series 7 or ability to obtain within 150 days.
• State securities agent registration (S63 or S66) or ability to obtain within 150 days.
• State IAR registration (S65 or S66) or ability to obtain within 150 days.
• Life, Accident, and Health licenses or ability to obtain within 150 days.
• Experience in a client service environment.
• Detail oriented with strong math and analytical skills.
• Able to manage multiple priorities and work with minimal supervision.

Aufgaben

• Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
• Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, build the agenda and summary of meetings, escort clients to advisor and provide follow-up.
• Prepare for and coordinate marketing events including compliance documentation and event reimbursement.
• Provide general administrative duties such as answering the advisor's phone, processing expense reports, preparing routine client correspondence, and organizing client files.

Kenntnisse

Client service

Analytical skills

Math proficiency

Communication

Time management

Team collaboration

Software proficiency

Ausbildung

Bachelor's degree or equivalent

Tools

Series 7

S63/S66

S65/S66

Licenses: Life/Accident/Health

Jobbeschreibung

Ameriprise Financial Services, LLC is seeking a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials for client meetings, building financial plans, and managing client interactions to deepen relationships.

The role requires 3–5 years in client service, a Bachelor's degree or equivalent, and securities licenses (or ability to obtain) with a collaborative, detail-oriented mindset.